Posted in Social Security
Posted by Dean McKinnon
on 9 September 2015
#everyoneneedsaplan when thinking about retirement. However, most of us don't start thinking about it until we are almost ready to retire and think that our Superannuation will be enough. In reality, most people are underprepared for retirement and the comfortable lifestyle they have worked for may not be so comfortable.
Planning for Retirement should not just involve financial plans, you also need to plan your lifestyle when you no longer work. A sound financial ...
Posted by G. Dean McKinnon
on 12 August 2013
I helped a new client finalise their Age Pension Application forms today. The forms and processes Centrelink require you to complete these days is just out of control, so the client wanted to make sure they had everything right, before they submitted the forms for processing.
As I was in the process of completing the new client's Financial Plan, I had all of the information necessary, so I was able to assist the client to put the finishing touches on their Application.
Of cours...
Posted by G. Dean McKinnon
on 7 June 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Pl...
Posted by Dean McKinnon
on 19 September 2012
The Age Pension Payment is set to increase tomorrow, Thursday, 20 September 2012.
Following are the highlights:
Age Pension Increases | 20 September 2012
Fortnightly Payment
Current Amount
The New Amount
Total Increase
Single
Base Fortnight
695.30
712.00
16.70
Supplement
60.20
60.60
0.40
Total...